EnerSys ENS Business Segments
| Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | ||
|---|---|---|---|---|---|---|
| Property, plant, and equipment, net by Business | ||||||
| Energy Systems | $143.63M-26.1% | $194.3M-4.7% | $203.86M+0.5% | $202.8M+2.0% | $198.84M— | |
| Motive Power | $110.75M-15.5% | $131.12M-0.8% | $132.21M-1.6% | $134.4M-6.7% | $144.08M— | |
| Other | $14.03M-3.5% | $14.54M+0.8% | $14.42M+0.4% | $14.37M+13.5% | $12.66M— | |
| Specialty | $324.58M+25.5% | $258.62M+0.6% | $257.1M+0.6% | $255.56M+7.9% | $236.86M— | |
| Restructuring and other exit charges by Business | ||||||
| Energy Systems | $12.16M+1,128% | $990K-89.3% | $9.26M+778% | $1.06M-23.3% | $1.38M+1,364% | |
| Motive Power | $6.69M+116% | $3.1M-66.8% | $9.33M+94.1% | $4.81M+115% | $2.24M+124% | |
| Specialty | $863K+374% | $182K-92.3% | $2.37M— | $0-100% | $1.44M+1,111% | |
| Exit charges by Business | ||||||
| Energy Systems | $13.41M— | $0-100% | $116K-60.1% | $291K-10.2% | $324K— | |
| Motive Power | $4.88M+162% | $1.87M+837% | $199K-95.4% | $4.32M+193% | $1.47M+43.2% | |
| Specialty | $0— | $0-100% | $717K— | $0-100% | $1.42M+990% | |
| Accrued by Business | ||||||
| Energy Systems | $2.41M0.0% | $2.41M0.0% | $2.41M0.0% | $2.41M+92.9% | $1.25M0.0% | |
| Motive Power | $3.17M0.0% | $3.17M0.0% | $3.17M0.0% | $3.17M+704% | $393.75K0.0% | |
| Specialty | $673.5K0.0% | $673.5K0.0% | $673.5K0.0% | $673.5K+577% | $99.5K0.0% | |
| Severance payments by Business | ||||||
| Energy Systems | $290K-81.2% | $1.54M— | —— | —— | $841K0.0% | |
| Motive Power | $428.25K0.0% | $428.25K0.0% | $428.25K0.0% | $428.25K+14.8% | $373K0.0% | |
| Specialty | $63K0.0% | $63K0.0% | $63K0.0% | $63K-36.5% | $99.25K0.0% | |
| Approximate number of positions eliminated by Business | ||||||
| Energy Systems | 31.80.0% | 31.80.0% | 31.80.0% | 31.8-20.6% | 400.0% | |
| Motive Power | 370.0% | 370.0% | 370.0% | 37+124% | 16.50.0% | |
| Specialty | 3.80.0% | 3.80.0% | 3.80.0% | 3.8+275% | 10.0% | |
| Net Sales by Product | ||||||
| Product | $887.04M+7.3% | $826.56M-4.0% | $861.19M+6.9% | $805.81M-9.5% | $890.86M+9.0% | |
| Service | $100.9M+9.0% | $92.56M+2.7% | $90.09M+3.3% | $87.21M+3.8% | $83.98M-5.3% | |
| Cost of goods sold by Product | ||||||
| Product | $612.85M+8.0% | $567.27M-5.4% | $599.7M+5.9% | $566.05M-5.8% | $601.05M+12.7% | |
| Service | $83.14M+11.8% | $74.35M-0.1% | $74.44M+0.9% | $73.75M+6.2% | $69.43M-5.6% | |
| Net Sales by segment to unaffiliated customers by Geography | ||||||
| Americas | $425.65M+6.5% | $399.53M-8.1% | $434.64M+11.1% | $391.37M-1.9% | $398.81M+2.5% | |
| Asia | $192.2M+14.7% | $167.51M+6.8% | $156.87M+5.6% | $148.51M-16.5% | $177.78M+14.6% | |
| EMEA | $370.07M+5.1% | $352.05M-2.1% | $359.74M+3.1% | $349.08M-11.0% | $392.37M+9.3% | |
| Net Income (Loss) Attributable to Parent, Adjusted by Geography | ||||||
| Americas | $42.39M+0.6% | $42.13M+25.5% | $33.58M+22.8% | $27.34M-21.0% | $34.6M+37.0% | |
| Asia | $18.16M-7.9% | $19.72M+35.9% | $14.51M+50.5% | $9.64M-36.4% | $15.16M+58.6% | |
| EMEA | $52.66M+0.3% | $52.52M+9.5% | $47.96M+2.8% | $46.67M-29.9% | $66.53M+26.3% | |
| Total operating earnings (2) by Geography | ||||||
| Americas | $23.74M-28.8% | $33.32M+131% | $14.43M+3.9% | $13.88M-48.5% | $26.97M+40.7% | |
| Asia | $13.16M-18.1% | $16.06M+101% | $7.98M+88.1% | $4.24M-58.4% | $10.21M+143% | |
| EMEA | $45.93M-2.2% | $46.95M+29.4% | $36.28M-3.9% | $37.77M-34.8% | $57.97M+12.6% | |
| Other by Geography | ||||||
| Americas | $239K-88.0% | $1.99M-50.8% | $4.05M+242% | $1.19M+566% | $178K+2.3% | |
| Asia | $1.35M+25.9% | $1.07M-39.0% | $1.76M+13.9% | $1.55M+119% | $706K-59.7% | |
| EMEA | $0-100% | $1.17M-47.5% | $2.22M+266% | $607K-61.3% | $1.57M+22,286% | |
| Other segment items by Geography | ||||||
| Americas | $383.25M+7.2% | $357.4M-10.9% | $401.07M+10.2% | $364.03M0.0% | $364.21M+0.1% | |
| Asia | $174.04M+17.8% | $147.79M+3.8% | $142.36M+2.5% | $138.87M-14.6% | $162.62M+11.7% | |
| EMEA | $317.41M+6.0% | $299.52M-3.9% | $311.79M+3.1% | $302.41M-7.2% | $325.84M+6.4% | |
| Disposal Group, Not Discontinued Operation, Loss (Gain) on Write-down by Geography | ||||||
| Americas | 0%— | 0%— | 0%— | 0%— | 0%— | |
| Asia | 0%— | 0%— | 0%— | 0%— | 0%— | |
| EMEA | -29,675,000%0.0pp | -29,675,000%0.0pp | -29,675,000%0.0pp | -29,675,000%-145,525,000pp | 115,850,000%0.0pp | |
| Restructuring Charges, Adjusted by Geography | ||||||
| Americas | $5.87M0.0% | $5.87M0.0% | $5.87M0.0% | $5.87M+292% | $1.5M0.0% | |
| Asia | $852.75K0.0% | $852.75K0.0% | $852.75K0.0% | $852.75K+25.6% | $678.75K0.0% | |
| EMEA | $5.98M0.0% | $5.98M0.0% | $5.98M0.0% | $5.98M+318% | $1.43M0.0% | |
| Inventory adjustment relating to exit activities and step up to fair value relating to recent acquisitions by Geography | ||||||
| Americas | $0— | $0— | —— | —— | $274K— | |
| Asia | $0— | $0— | —— | —— | $383K-64.2% | |
| EMEA | $1.09M-8.3% | $1.18M— | —— | —— | $0— | |
| Capital Expenditures by Geography | ||||||
| Americas | $7.12M+55.5% | $4.58M— | —— | —— | $11.21M+19.6% | |
| Asia | $1.01M-81.1% | $5.34M— | —— | —— | $10.24M+13.8% | |
| EMEA | $4.63M+43.4% | $3.23M— | —— | —— | $7.4M+61.0% | |
| Intangible Amortization by Geography | ||||||
| Americas | $5.85M+0.3% | $5.83M-0.1% | $5.84M-0.1% | $5.84M+0.9% | $5.79M-0.3% | |
| Asia | $2.4M0.0% | $2.4M0.0% | $2.4M+0.3% | $2.39M-1.3% | $2.42M+0.1% | |
| EMEA | $126K+2.4% | $123K+0.8% | $122K+0.8% | $121K-6.2% | $129K-30.6% | |
| Impairment of intangible assets by Geography | ||||||
| Asia | $0— | $0— | $0— | $0— | —— | |
| EMEA | $0— | $0— | $0— | $0— | —— | |
| Depreciation by Geography | ||||||
| Americas | $8.01M-3.4% | $8.29M— | —— | —— | $6.98M+4.0% | |
| Asia | $5.69M-1.3% | $5.77M— | —— | —— | $5.15M+7.2% | |
| EMEA | $6.89M-5.0% | $7.25M— | —— | —— | $6.01M+5.9% | |
| Accelerated stock compensation by Geography | ||||||
| Americas | 900,000%— | —— | —— | 537,400,000%— | —— | |
| Asia | 38,700,000%— | —— | —— | 145,700,000%— | —— | |
| EMEA | 16,500,000%— | —— | —— | 336,700,000%— | —— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does EnerSys break its business down?
- EnerSys (ENS) reports property, plant, and equipment, net by business across 4 parts — Energy Systems, Motive Power, Other and Specialty. Each is extracted from the segment footnotes and tracked over time.
- Where does EnerSys's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in EnerSys's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
